[codex] Require explicit strategy profile selection (#20)

* Require explicit strategy profile selection

* Set explicit profile in shared chat fallback test

Author: Pigbibi

README.md

@@ -10,7 +10,7 @@
 Quant system on LongPort OpenAPI and Google Cloud Run.
 
 This repository uses `QuantPlatformKit` for LongPort token handling, context bootstrap, account snapshot access, market data, and order submission. Cloud Run deploys this repository directly.
-The LongBridge runtime can execute all seven live `us_equity` profiles from `UsEquityStrategies`; `LongBridgePlatform` keeps the LongPort runtime, token refresh, execution, and notification flow.
+The LongBridge runtime can execute all eight live `us_equity` profiles from `UsEquityStrategies`; `LongBridgePlatform` keeps the LongPort runtime, token refresh, execution, and notification flow.
 
 Full strategy documentation now lives in [`UsEquityStrategies`](https://github.com/QuantStrategyLab/UsEquityStrategies). The sections below focus on LongBridge runtime behavior, profile enablement, deployment, and credentials.
 This runtime matrix is the authoritative enablement source for LongBridge. `UsEquityStrategies` carries strategy-layer logic, cadence, compatibility, and metadata.
@@ -29,15 +29,16 @@ Platform execution no longer depends on `strategy/allocation.py` or hard-coded s
 
 **LongBridge profile status**
 
-| Canonical profile | Display name | Eligible | Enabled | Default | Rollback | Domain | Runtime note |
-| --- | --- | --- | --- | --- | --- | --- | --- |
-| `global_etf_rotation` | Global ETF Rotation | Yes | Yes | No | No | `us_equity` | enabled weight-mode rotation line |
-| `russell_1000_multi_factor_defensive` | Russell 1000 Multi-Factor | Yes | Yes | No | No | `us_equity` | enabled feature-snapshot stock baseline |
-| `mega_cap_leader_rotation_dynamic_top20` | Mega Cap Leader Rotation Dynamic Top20 | Yes | Yes | No | No | `us_equity` | selectable monthly feature-snapshot leader rotation |
-| `dynamic_mega_leveraged_pullback` | Dynamic Mega Leveraged Pullback | Yes | Yes | No | No | `us_equity` | selectable 2x mega-cap pullback line |
-| `soxl_soxx_trend_income` | SOXL/SOXX Semiconductor Trend Income | Yes | Yes | Yes | Yes | `us_equity` | current LongBridge default |
-| `tqqq_growth_income` | TQQQ Growth Income | Yes | Yes | No | No | `us_equity` | current SG dry-run line |
-| `tech_communication_pullback_enhancement` | Tech/Communication Pullback Enhancement | Yes | Yes | No | No | `us_equity` | current HK feature-snapshot line |
+| Canonical profile | Display name | Eligible | Enabled | Domain | Runtime note |
+| --- | --- | --- | --- | --- | --- |
+| `global_etf_rotation` | Global ETF Rotation | Yes | Yes | `us_equity` | enabled weight-mode rotation line |
+| `russell_1000_multi_factor_defensive` | Russell 1000 Multi-Factor | Yes | Yes | `us_equity` | enabled feature-snapshot stock baseline |
+| `mega_cap_leader_rotation_aggressive` | Mega Cap Leader Rotation Aggressive | Yes | Yes | `us_equity` | selectable aggressive monthly feature-snapshot leader rotation |
+| `mega_cap_leader_rotation_dynamic_top20` | Mega Cap Leader Rotation Dynamic Top20 | Yes | Yes | `us_equity` | selectable monthly feature-snapshot leader rotation |
+| `dynamic_mega_leveraged_pullback` | Dynamic Mega Leveraged Pullback | Yes | Yes | `us_equity` | selectable 2x mega-cap pullback line |
+| `soxl_soxx_trend_income` | SOXL/SOXX Semiconductor Trend Income | Yes | Yes | `us_equity` | current SG deployment |
+| `tqqq_growth_income` | TQQQ Growth Income | Yes | Yes | `us_equity` | selectable growth line |
+| `tech_communication_pullback_enhancement` | Tech/Communication Pullback Enhancement | Yes | Yes | `us_equity` | current HK feature-snapshot line |
 
 Check the current matrix locally:
 
@@ -63,7 +64,7 @@ Telegram notifications include structured execution and heartbeat messages, with
 | `LONGPORT_APP_SECRET` | Yes | LongPort OpenAPI app secret (for token refresh); recommended to inject from the region-specific Secret Manager secret for this deployment, such as `longport-app-secret-hk` / `longport-app-secret-sg` |
 | `LONGPORT_SECRET_NAME` | No | Secret Manager secret name for LongPort token (default: `longport_token_hk`) |
 | `ACCOUNT_PREFIX` | No | Alert/log prefix for account/environment (default: `DEFAULT`) |
-| `STRATEGY_PROFILE` | No | Strategy profile selector (default: `soxl_soxx_trend_income`; enabled values include `dynamic_mega_leveraged_pullback`, `global_etf_rotation`, `mega_cap_leader_rotation_dynamic_top20`, `russell_1000_multi_factor_defensive`, `soxl_soxx_trend_income`, `tech_communication_pullback_enhancement`, and `tqqq_growth_income`) |
+| `STRATEGY_PROFILE` | Yes | Strategy profile selector. Set explicitly per deployment; enabled values include `dynamic_mega_leveraged_pullback`, `global_etf_rotation`, `mega_cap_leader_rotation_aggressive`, `mega_cap_leader_rotation_dynamic_top20`, `russell_1000_multi_factor_defensive`, `soxl_soxx_trend_income`, `tech_communication_pullback_enhancement`, and `tqqq_growth_income` |
 | `ACCOUNT_REGION` | No | Account region marker for platform-style deployment (e.g. `HK`, `SG`; defaults to `ACCOUNT_PREFIX` / `DEFAULT`) |
 | `LONGBRIDGE_DRY_RUN_ONLY` | No | Set to `true` to keep the selected deployment in dry-run mode. |
 | `INCOME_THRESHOLD_USD` | No | Optional override for the `tqqq_growth_income` income-layer threshold. Leave unset to use the strategy package default. |
@@ -89,7 +90,7 @@ Deploy the same codebase as multiple Cloud Run services (e.g. `HK` and `SG`) by
 
 - `LONGPORT_SECRET_NAME`: point to different secrets (e.g. `longport_token_hk`, `longport_token_sg`)
 - `ACCOUNT_PREFIX`: e.g. `HK`, `SG` (all Telegram/log alerts will include `[ACCOUNT_PREFIX]`)
-- `STRATEGY_PROFILE`: set per service; current live examples are `tech_communication_pullback_enhancement` on HK and `tqqq_growth_income` on SG
+- `STRATEGY_PROFILE`: set per service; current live examples are `tech_communication_pullback_enhancement` on HK and `soxl_soxx_trend_income` on SG
 - Current strategy domain is `us_equity`. `STRATEGY_PROFILE` now goes through a platform capability matrix plus a rollout allowlist derived from `runtime_enabled` strategy metadata: `eligible` means the platform can run it in theory, `enabled` means the current rollout really allows it.
 - `ACCOUNT_REGION`: explicitly mark the deployed account region (`HK` / `SG`); if unset, the app falls back to `ACCOUNT_PREFIX` or `DEFAULT`
 - `LONGBRIDGE_DRY_RUN_ONLY`: set per service when that deployment should stay dry-run
@@ -116,7 +117,7 @@ Recommended setup:
 - **GitHub Environment: `longbridge-sg`**
   - Variables: `CLOUD_RUN_REGION`, `CLOUD_RUN_SERVICE`, `ACCOUNT_PREFIX`, `ACCOUNT_REGION`, `STRATEGY_PROFILE`, `LONGPORT_SECRET_NAME`, `LONGPORT_APP_KEY_SECRET_NAME`, `LONGPORT_APP_SECRET_SECRET_NAME`
   - Optional variables: `LONGBRIDGE_FEATURE_SNAPSHOT_PATH`, `LONGBRIDGE_FEATURE_SNAPSHOT_MANIFEST_PATH`, `LONGBRIDGE_STRATEGY_CONFIG_PATH`, `LONGBRIDGE_DRY_RUN_ONLY`, `INCOME_THRESHOLD_USD`, `QQQI_INCOME_RATIO`
-  - Current live example: `STRATEGY_PROFILE=tqqq_growth_income`
+  - Current live example: `STRATEGY_PROFILE=soxl_soxx_trend_income`
   - Recommended secret-name values: `longport-app-key-sg`, `longport-app-secret-sg`
 
 On every push to `main`, the workflow updates both Cloud Run services with the shared and per-environment values above, and removes `TELEGRAM_CHAT_ID` from each Cloud Run service.
@@ -157,7 +158,7 @@ IAM: the Cloud Run service account needs **Secret Manager Admin** (or Secret Acc
 基于 LongPort OpenAPI 和 Google Cloud Run 的量化交易系统。
 
 这个仓库通过 `QuantPlatformKit` 复用 LongPort token 处理、上下文初始化、账户快照、行情读取和下单逻辑。Cloud Run 直接部署这个仓库。
-`LongBridgePlatform` 现在可直接执行 `UsEquityStrategies` 里的全部 7 条 live `us_equity` 策略：`dynamic_mega_leveraged_pullback`、`global_etf_rotation`、`mega_cap_leader_rotation_dynamic_top20`、`russell_1000_multi_factor_defensive`、`soxl_soxx_trend_income`、`tqqq_growth_income` 和 `tech_communication_pullback_enhancement`；仓库本身继续保留 LongPort 运行时、token 刷新、执行和通知流程。
+`LongBridgePlatform` 现在可直接执行 `UsEquityStrategies` 里的全部 8 条 live `us_equity` 策略：`dynamic_mega_leveraged_pullback`、`global_etf_rotation`、`mega_cap_leader_rotation_aggressive`、`mega_cap_leader_rotation_dynamic_top20`、`russell_1000_multi_factor_defensive`、`soxl_soxx_trend_income`、`tqqq_growth_income` 和 `tech_communication_pullback_enhancement`；仓库本身继续保留 LongPort 运行时、token 刷新、执行和通知流程。
 
 完整策略说明现在放在 [`UsEquityStrategies`](https://github.com/QuantStrategyLab/UsEquityStrategies)。下面这些章节只保留 LongBridge 运行时、profile 启用状态、部署和凭据说明。
 
@@ -174,15 +175,16 @@ IAM: the Cloud Run service account needs **Secret Manager Admin** (or Secret Acc
 
 **LongBridge profile status**
 
-| Canonical profile | Display name | Eligible | Enabled | Default | Rollback | Domain | Runtime note |
-| --- | --- | --- | --- | --- | --- | --- | --- |
-| `global_etf_rotation` | Global ETF Rotation | Yes | Yes | No | No | `us_equity` | 已启用的 weight-mode 轮动线 |
-| `russell_1000_multi_factor_defensive` | Russell 1000 Multi-Factor | Yes | Yes | No | No | `us_equity` | 已启用的 feature-snapshot 个股基线 |
-| `mega_cap_leader_rotation_dynamic_top20` | Mega Cap Leader Rotation Dynamic Top20 | Yes | Yes | No | No | `us_equity` | 可选的月度 feature-snapshot 龙头轮动线 |
-| `dynamic_mega_leveraged_pullback` | Dynamic Mega Leveraged Pullback | Yes | Yes | No | No | `us_equity` | 可选的 2x 龙头回调线 |
-| `soxl_soxx_trend_income` | SOXL/SOXX 半导体趋势收益 | Yes | Yes | Yes | Yes | `us_equity` | 当前 LongBridge 默认回退线 |
-| `tqqq_growth_income` | TQQQ 增长收益 | Yes | Yes | No | No | `us_equity` | 当前 SG dry-run 线路 |
-| `tech_communication_pullback_enhancement` | 科技通信回调增强 | Yes | Yes | No | No | `us_equity` | 当前 HK feature-snapshot 线路 |
+| Canonical profile | Display name | Eligible | Enabled | Domain | Runtime note |
+| --- | --- | --- | --- | --- | --- |
+| `global_etf_rotation` | Global ETF Rotation | Yes | Yes | `us_equity` | 已启用的 weight-mode 轮动线 |
+| `russell_1000_multi_factor_defensive` | Russell 1000 Multi-Factor | Yes | Yes | `us_equity` | 已启用的 feature-snapshot 个股基线 |
+| `mega_cap_leader_rotation_aggressive` | Mega Cap Leader Rotation Aggressive | Yes | Yes | `us_equity` | 可选的激进月度 feature-snapshot 龙头轮动线 |
+| `mega_cap_leader_rotation_dynamic_top20` | Mega Cap Leader Rotation Dynamic Top20 | Yes | Yes | `us_equity` | 可选的月度 feature-snapshot 龙头轮动线 |
+| `dynamic_mega_leveraged_pullback` | Dynamic Mega Leveraged Pullback | Yes | Yes | `us_equity` | 可选的 2x 龙头回调线 |
+| `soxl_soxx_trend_income` | SOXL/SOXX 半导体趋势收益 | Yes | Yes | `us_equity` | 当前 SG 部署线路 |
+| `tqqq_growth_income` | TQQQ 增长收益 | Yes | Yes | `us_equity` | 可选增长线路 |
+| `tech_communication_pullback_enhancement` | 科技通信回调增强 | Yes | Yes | `us_equity` | 当前 HK feature-snapshot 线路 |
 
 本地可直接查看当前矩阵：
 
@@ -208,7 +210,7 @@ Telegram 通知包含结构化的调仓和心跳消息，支持中英文切换
 | `LONGPORT_APP_SECRET` | 是 | LongPort OpenAPI 应用密钥（用于刷新 Token）；建议从当前部署对应区域的 Secret Manager 密钥注入，例如 `longport-app-secret-hk` / `longport-app-secret-sg` |
 | `LONGPORT_SECRET_NAME` | 否 | Secret Manager 中的密钥名称（默认: `longport_token_hk`） |
 | `ACCOUNT_PREFIX` | 否 | 通知/日志前缀，区分账户环境（默认: `DEFAULT`） |
-| `STRATEGY_PROFILE` | 否 | 策略档位选择（默认: `soxl_soxx_trend_income`；已启用值还包括 `dynamic_mega_leveraged_pullback`、`global_etf_rotation`、`mega_cap_leader_rotation_dynamic_top20`、`russell_1000_multi_factor_defensive`、`soxl_soxx_trend_income`、`tech_communication_pullback_enhancement` 和 `tqqq_growth_income`） |
+| `STRATEGY_PROFILE` | 是 | 策略档位选择。每个部署都要显式设置；已启用值包括 `dynamic_mega_leveraged_pullback`、`global_etf_rotation`、`mega_cap_leader_rotation_aggressive`、`mega_cap_leader_rotation_dynamic_top20`、`russell_1000_multi_factor_defensive`、`soxl_soxx_trend_income`、`tech_communication_pullback_enhancement` 和 `tqqq_growth_income` |
 | `ACCOUNT_REGION` | 否 | 平台化部署时的账户区域标记（如 `HK`、`SG`；默认按 `ACCOUNT_PREFIX` / `DEFAULT` 推断） |
 | `LONGBRIDGE_DRY_RUN_ONLY` | 否 | 设为 `true` 时，该部署保持 dry-run。 |
 | `INCOME_THRESHOLD_USD` | 否 | 可选的 `tqqq_growth_income` 收入层启动阈值覆盖。不填时使用策略包默认值。 |
@@ -234,7 +236,7 @@ Secret Manager 中需存在 `LONGPORT_SECRET_NAME` 指定的密钥（默认: `lo
 
 - `LONGPORT_SECRET_NAME`: 指向不同密钥（如 `longport_token_hk`、`longport_token_sg`）
 - `ACCOUNT_PREFIX`: 如 `HK`、`SG`（所有通知/日志将包含 `[ACCOUNT_PREFIX]`）
-- `STRATEGY_PROFILE`: 按服务分别设置；当前线上 HK 用 `tech_communication_pullback_enhancement`，SG 用 `tqqq_growth_income`
+- `STRATEGY_PROFILE`: 按服务分别设置；当前线上 HK 用 `tech_communication_pullback_enhancement`，SG 用 `soxl_soxx_trend_income`
 - 当前策略域是 `us_equity`。`STRATEGY_PROFILE` 现在会先经过平台能力矩阵，再经过从 `runtime_enabled` 策略元数据派生的 rollout allowlist：`eligible` 表示平台理论可跑，`enabled` 表示当前 rollout 真正放开。
 - `ACCOUNT_REGION`: 显式标记部署账户区域（`HK` / `SG`）；未设置时会回退到 `ACCOUNT_PREFIX` 或 `DEFAULT`
 - `LONGBRIDGE_DRY_RUN_ONLY`: 需要保持模拟运行时按服务单独设置
@@ -261,7 +263,7 @@ Secret Manager 中需存在 `LONGPORT_SECRET_NAME` 指定的密钥（默认: `lo
 - **GitHub Environment: `longbridge-sg`**
   - Variables: `CLOUD_RUN_REGION`、`CLOUD_RUN_SERVICE`、`ACCOUNT_PREFIX`、`ACCOUNT_REGION`、`STRATEGY_PROFILE`、`LONGPORT_SECRET_NAME`、`LONGPORT_APP_KEY_SECRET_NAME`、`LONGPORT_APP_SECRET_SECRET_NAME`
   - 可选 Variables: `LONGBRIDGE_FEATURE_SNAPSHOT_PATH`、`LONGBRIDGE_FEATURE_SNAPSHOT_MANIFEST_PATH`、`LONGBRIDGE_STRATEGY_CONFIG_PATH`、`LONGBRIDGE_DRY_RUN_ONLY`、`INCOME_THRESHOLD_USD`、`QQQI_INCOME_RATIO`
-  - 当前线上示例：`STRATEGY_PROFILE=tqqq_growth_income`
+  - 当前线上示例：`STRATEGY_PROFILE=soxl_soxx_trend_income`
   - 建议的 secret-name 值：`longport-app-key-sg`、`longport-app-secret-sg`
 
 每次 push 到 `main` 时，这个 workflow 会分别更新两个 Cloud Run 服务，把共享和各自隔离的变量同步进去，并删除旧的 `TELEGRAM_CHAT_ID`。

runtime_config_support.py

@@ -7,15 +7,13 @@
 
 from quant_platform_kit.common.strategies import derive_strategy_artifact_paths
 from strategy_registry import (
-    DEFAULT_STRATEGY_PROFILE as PLATFORM_DEFAULT_STRATEGY_PROFILE,
     LONGBRIDGE_PLATFORM,
     resolve_strategy_definition,
     resolve_strategy_metadata,
 )
 from us_equity_strategies import get_strategy_catalog
 
 DEFAULT_ACCOUNT_REGION = "DEFAULT"
-DEFAULT_STRATEGY_PROFILE = PLATFORM_DEFAULT_STRATEGY_PROFILE
 DEFAULT_LONGPORT_SECRET_NAME = "longport_token_hk"
 
 

scripts/print_strategy_profile_status.py

@@ -43,8 +43,6 @@ def _print_table(rows: list[dict[str, object]]) -> None:
         "requires_strategy_config_path",
         "eligible",
         "enabled",
-        "is_default",
-        "is_rollback",
         "domain",
     )
     widths = {

strategy_registry.py

@@ -23,9 +23,6 @@
 
 LONGBRIDGE_PLATFORM = "longbridge"
 
-DEFAULT_STRATEGY_PROFILE = "soxl_soxx_trend_income"
-ROLLBACK_STRATEGY_PROFILE = DEFAULT_STRATEGY_PROFILE
-
 LONGBRIDGE_ROLLOUT_ALLOWLIST = get_runtime_enabled_profiles()
 
 PLATFORM_SUPPORTED_DOMAINS: dict[str, frozenset[str]] = {
@@ -71,11 +68,17 @@
     platform_id=LONGBRIDGE_PLATFORM,
     supported_domains=PLATFORM_SUPPORTED_DOMAINS[LONGBRIDGE_PLATFORM],
     enabled_profiles=LONGBRIDGE_ENABLED_PROFILES,
-    default_profile=DEFAULT_STRATEGY_PROFILE,
-    rollback_profile=ROLLBACK_STRATEGY_PROFILE,
+    default_profile="",
+    rollback_profile="",
+    require_explicit_profile=True,
 )
 
 SUPPORTED_STRATEGY_PROFILES = LONGBRIDGE_ENABLED_PROFILES
+_SELECTION_ROLE_FIELDS = frozenset({"is_default", "is_rollback"})
+
+
+def _without_selection_role_fields(row: dict[str, object]) -> dict[str, object]:
+    return {key: value for key, value in row.items() if key not in _SELECTION_ROLE_FIELDS}
 
 
 def get_eligible_profiles_for_platform(platform_id: str) -> frozenset[str]:
@@ -89,15 +92,21 @@ def get_supported_profiles_for_platform(platform_id: str) -> frozenset[str]:
 
 
 def get_platform_profile_matrix() -> list[dict[str, object]]:
-    return build_platform_profile_matrix(STRATEGY_CATALOG, policy=PLATFORM_POLICY)
+    return [
+        _without_selection_role_fields(row)
+        for row in build_platform_profile_matrix(STRATEGY_CATALOG, policy=PLATFORM_POLICY)
+    ]
 
 
 def get_platform_profile_status_matrix() -> list[dict[str, object]]:
-    return build_platform_profile_status_matrix(
-        STRATEGY_CATALOG,
-        policy=PLATFORM_POLICY,
-        eligible_profiles=ELIGIBLE_STRATEGY_PROFILES,
-    )
+    return [
+        _without_selection_role_fields(row)
+        for row in build_platform_profile_status_matrix(
+            STRATEGY_CATALOG,
+            policy=PLATFORM_POLICY,
+            eligible_profiles=ELIGIBLE_STRATEGY_PROFILES,
+        )
+    ]
 
 
 def resolve_strategy_definition(